Waverly Advisors’s Apple AAPL Stock Holding History

Waverly Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.44M	Sell	11,900 -100	-0.8%	-$28.6K	0.02%	559
2026 Q1	$3.05M	Sell	12,000 -500	-4%	-$130K	0.02%	544
2025 Q4	$3.4M	Buy	12,500 +2,500	+25%	+$671K	0.03%	463
2025 Q3	$2.55M	Buy	+10,000	New	+$2.26M	0.03%	465
2025 Q1	–	Sell	-10,900	Closed	-$2.73M	–	1110
2024 Q4	$2.73M	Buy	+10,900	New	+$2.57M	0.04%	324
2024 Q3	–	Sell	-10,100	Closed	-$2.13M	–	806
2024 Q2	$2.13M	Buy	+10,100	New	+$1.88M	0.04%	310

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Waverly Advisors's AAPL Position: Q2 2026 in Review

Waverly Advisors increased its Apple (AAPL) stake by 16% in Q2 2026, buying an estimated $57.2M and bringing the position to 1,467,543 shares worth $425M. The position accounts for 2.46% of the portfolio, ranked #2.

Waverly Advisors first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Waverly Advisors held 1,467,543 shares of Apple worth $425M as of Q2 2026.
Waverly Advisors bought 199,806 Apple shares in Q2 2026, an estimated $57.2M.
Apple made up 2.46% of Waverly Advisors's portfolio in Q2 2026, its #2 holding.
Waverly Advisors first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.